Matthew Mckellar
Matthew Mckellar is a registered investment advisor at LPL Financial LLC, based in Kirkland, WA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
520 6th Street South, Kirkland, WA, 98033-6717
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is involved in non-variable insurance sales since 2005, including fixed annuities, long-term care, life, disability, and health insurance. He also owns a real estate rental unit and provides investment advisory services through Private Advisor Group and MyICON, spending about half his time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Private Advisor Group, LLC
Myicon
Previous Registrations
Myicon
Icon Consulting, LLC
LPL Financial LLCBroker
LPL Financial LLC
Pacific Capital Resource Group, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.